FIRST TRUST EXCHANGE-TRADED FUND VIII - YSEP

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$294.1M

QoQ value delta ($000)

+$216.8M (+280.13%)

Implied price effect (QoQ)

+256.3%

Total shares

3,240,296

QoQ shares delta

+203,154 (+6.69%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 14 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LM Advisors LLC	209,941	5,462	3.77%
OGOREK ANTHONY JOSEPH /NY/ /ADV	13,398	515,023	3.68%
Sterling Manor Financial, LLC	9,970	383,280	6.22%
RAYMOND JAMES FINANCIAL INC	6,943	266,898	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	5,722	219,972	0.01%
US BANCORP \DE\	5,608	215,573	0.01%
SOA Wealth Advisors, LLC.	4,589	176,431	0.77%
Modern Wealth Management, LLC	3,694	142,008	0.07%
Clear Creek Financial Management, LLC	3,450	132,617	0.28%
Cetera Investment Advisers	2,941	113,067	0.0%
OSAIC HOLDINGS, INC.	2,723	104,711	0.0%
LPL Financial LLC	2,043	78,562	0.0%
NorthCrest Asset Manangement, LLC	2,037	77,461	0.05%
Cambridge Investment Research Advisors, Inc.	1,608	61,821	0.0%
Avantra Family Wealth, Inc.	1,446	55,590	1.05%
Advisory Services Network, LLC	1,360	52,308	0.02%
ENVESTNET ASSET MANAGEMENT INC	1,017	39,118	0.0%
Noble Wealth Management PBC	930	35,785	0.47%
SILVER OAK SECURITIES, INCORPORATED	898	34,468	0.06%
GOLDMAN SACHS GROUP INC	807	31,053	0.0%
Ignite Planners, LLC	798	29,954	0.12%
Rockefeller Capital Management L.P.	794	30,556	0.0%
OLD MISSION CAPITAL LLC	727	27,959	0.02%
WEALTHGARDEN F.S. LLC	657	24,656	0.43%
Sunbelt Securities, Inc.	615	23,641	0.04%